See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,747 | $73,867-24.5% | $143,757-61.2% | $68,494-18.6% |
| Participation rate | 60.6% | 66.7%-6.0pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -11.95% | 1.01%-13.0pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $891 | $3,184-72.0% | $4,951-82.0% | $2,596-65.7% |
| Participant deferral / active EE | $1,914 | $3,384-43.5% | $5,637-66.0% | $4,027-52.5% |
| Admin fee / account holder | $1,538 | $5,755-73.3% | $14,673-89.5% | $5,403-71.5% |